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Disclosery

Corient Private Wealth LP: KEYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on KEYS, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 92,638 KEYS shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 92,638 shares
    Change vs previous 13F +7,770 shares

    0.04% of the 13F portfolio, value $32,430,117.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 84,868 shares
    Change vs previous 13F +23,820 shares

    0.03% of the 13F portfolio, value $23,905,220.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 61,048 shares
    Change vs previous 13F -176 shares

    0.02% of the 13F portfolio, value $12,451,495.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 61,224 shares
    Change vs previous 13F -5,065 shares

    0.02% of the 13F portfolio, value $10,709,460.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 66,289 shares
    Change vs previous 13F -53,143 shares

    0.01% of the 13F portfolio, value $10,862,100.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 119,432 shares
    Change vs previous 13F -8,104 shares

    0.03% of the 13F portfolio, value $17,887,432.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 127,536 shares
    Change vs previous 13F -8,110 shares

    0.03% of the 13F portfolio, value $20,486,215.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 135,646 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $21,558,337.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).